Retirement Forms

Carleton University Retirement Plan – Termination Election

68 KB

Used by terminating employees to elect an option for their retirement assets.

Locked-In Transfer Agreement

53 KB

Used when transferring out of the Carleton University Retirement Plan to a LIRA. Contact a Pension Officer for more info. Note: Transfers are only applicable prior to your Normal Retirement Date.

Pension Beneficiary Form

87 KB

Update/change your Pension Beneficiaries. Contact a Pension Officer if you require assistance.

RPP Transfer Agreement

128 KB

For transferring out of the Carleton University Retirement Plan to a new employer. Contact a Pension Officer for more info. Note: Transfers are only applicable prior to your Normal Retirement Date.

Spousal consent to a transfer to a Life Income Fund (LIF)

47 KB

Spousal Pension Adjustment

118 KB

T2151 – Direct Transfer of a Single Amount under Subsection 147(19) or Section 147.3

361 KB

Government document to transfer out your Carleton University Retirement Plan. Note: Transfers are only applicable prior to your Normal Retirement Date. Return to Pension Services when complete.

TD1 – Federal Tax Form

148 KB

TD1ON – Provincial Tax Form

192 KB

U.S. Direct Deposit Request Form

78 KB

Direct deposit for US Residents.

Waiver of Joint & Survivor Pension

107 KB

Your spouse fills this form out if they choose to waive their joint & survivor pension benefits. Return to Pension Services when complete.